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SH

Sarah E. Holmes

TRANSCENDENT CAPITAL GROUP
EDMOND, OK 73034
CRD#: 8147854
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SH
Sarah Elizabeth HolmesTRANSCENDENT CAPITAL GROUP

Professional summary

Sarah Elizabeth Holmes, who also goes by Sarah Elizabeth Johnson, is a registered financial advisor currently at TRANSCENDENT CAPITAL GROUP located in Edmond, Oklahoma.

Sarah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Sarah has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

Sarah Elizabeth Johnson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sarah Elizabeth Holmes's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

October 2, 2025 - Present

TRANSCENDENT CAPITAL GROUP

Office #1: 1008 South Bryant Avenue Suite 250, Edmond, OK 73034
RIA
CRD#: 316872
EDMOND, OK

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TC
TRANSCENDENT CAPITAL GROUP
TRANSCENDENT CAPITAL GROUP | TRANSCENDENT CAPITAL GROUP LLC

CRD#: 316872 / SEC#: 801-122512

RIA
Registered Investment Advisory firm - (10/15/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Oklahoma
(10/2/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/2/2025
Uniform Investment Adviser Law Examination

Current Firm

TC
TRANSCENDENT CAPITAL GROUP
TRANSCENDENT CAPITAL GROUP | TRANSCENDENT CAPITAL GROUP LLC

CRD#: 316872 / SEC#: 801-122512

RIA
Registered Investment Advisory firm - (10/15/2021 Approved)
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Contact information

Main Address
1008 South Bryant Avenue Suite 250, Edmond, OK 73034
Mailing Address
Phone number
(405) 341-9188
Established
Firm type
Fiscal year end
# of Employees
11

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TCG ADV PART 2A (2/5/2026)

Regulatory assets under management

Total Number of Accounts1,339
AUM (Assets Under Management)$ 360,737,340

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

TRANSCENDENT CAPITAL GROUP

CRD#: 316872Edmond, OK 73034

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